American Capital Advisory’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

American Capital Advisory’s Portfolio XLG Stock Details XLG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$168K	Hold	2,750	–	–	0.06%	116
2026 Q1	$150K	Hold	2,750	–	–	0.06%	117
2025 Q4	$163K	Hold	2,750	–	–	0.07%	113
2025 Q3	$158K	Hold	2,750	–	–	0.07%	109
2025 Q2	$143K	Hold	2,750	–	–	0.07%	109
2025 Q1	$127K	Hold	2,750	–	–	0.07%	113
2024 Q4	$137K	Hold	2,750	–	–	0.08%	110
2024 Q3	$131K	Buy	+2,750	New	+$126K	0.08%	111

Other funds holding XLG

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BWL

Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return

DFG

Demars Financial Group Spokane Valley, Washington $361M AUM 24.02% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

QFA

Quattro Financial Advisors The Woodlands, Texas $468M AUM 13.49% 1-Year Est. Return

SWM

Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

GIA

Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

American Capital Advisory's XLG Position: Q2 2026 in Review

American Capital Advisory held its Invesco S&P 500 Top 50 ETF (XLG) position steady in Q2 2026 at 2,750 shares worth $168K. The position accounts for 0.06% of the portfolio, ranked #116.

American Capital Advisory first reported a position in XLG in Q3 2024 and has held it in 8 quarters since. 233 funds tracked by Wall St. Rank hold XLG as of Q2 2026.

American Capital Advisory held 2,750 shares of Invesco S&P 500 Top 50 ETF worth $168K as of Q2 2026.
American Capital Advisory left its Invesco S&P 500 Top 50 ETF share count unchanged in Q2 2026.
Invesco S&P 500 Top 50 ETF made up 0.06% of American Capital Advisory's portfolio in Q2 2026, its #116 holding.
American Capital Advisory first reported a position in Invesco S&P 500 Top 50 ETF in Q3 2024 and has held it in 8 quarters since.
233 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q2 2026.

Based on American Capital Advisory's 13F filing for Q2 2026, filed 28 Jul 2026.